Charles Schwab Corporation shares owned by Pinnacle Financial Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pinnacle Financial Partners
from 13F filings
Historical chart of Pinnacle Financial Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Pinnacle Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Pinnacle Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 96k | 95.47 |
| 2025-06-30 | $7.9M | 86k | 91.24 |
| 2025-03-31 | $1.4M | 19k | 78.28 |
| 2024-12-31 | $116k | 1.8k | 64.81 |
| 2024-09-30 | $116k | 1.8k | 64.81 |
| 2024-06-30 | $130k | 1.8k | 72.34 |
| 2024-03-31 | $6.8M | 94k | 72.34 |
| 2023-12-31 | $6.4M | 93k | 68.80 |
| 2023-09-30 | $5.1M | 93k | 54.90 |
| 2023-06-30 | $5.3M | 93k | 56.68 |
| 2023-03-31 | $4.9M | 93k | 52.38 |
| 2022-12-31 | $7.1M | 86k | 83.26 |
| 2022-09-30 | $6.2M | 86k | 71.92 |
| 2022-06-30 | $5.4M | 85k | 63.18 |
| 2022-03-31 | $7.1M | 84k | 84.36 |
| 2021-12-31 | $6.9M | 82k | 84.17 |
| 2021-09-30 | $5.4M | 76k | 71.79 |
| 2018-09-30 | $396k | 8.1k | 49.09 |
| 2018-06-30 | $394k | 7.7k | 51.16 |
| 2018-03-31 | $297k | 5.7k | 52.24 |
| 2017-12-31 | $291k | 5.7k | 51.32 |
| 2017-09-30 | $231k | 5.3k | 43.77 |
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